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Armando E
Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Armando Elias is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Morgan Stanley and J.P. Morgan Chase. Outside of finance, he has experience working in the fitness industry and education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various specialized programs.
Mitchell H
Series 63, Series 66
Charlotte, NC
Raymond James & Associates
Mitchell Hutula is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at TIAA and TEK Systems. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles.
Michael G
Series 63, Series 65
Cleveland, WI
Raymond James & Associates
Michael Gapinski is a financial advisor with Raymond James & Associates in Cleveland, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves as a board member of the University of Houston Honors College Advisory Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.
Gary T
Series 63
Colorado Springs, CO
Raymond James & Associates
Gary Tate is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 46 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.
Brian F
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Brian Flemmer is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Raymond James & Associates in various capacities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Marc K
Series 66
Sarasota, FL
Raymond James & Associates
Marc Kanoff is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he serves as Vice Chair of the Board and is a Finance and Investment Committee member at JFCS of the Suncoast, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Lynn Y
Series 66
Gadsden, AL
Raymond James & Associates
Lynn Young is a financial advisor with Raymond James & Associates in Gadsden, AL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2021, Lynn worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Eric M
CFP®, Series 66
Naperville, IL
Raymond James & Associates
Eric Mayer is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. He participates in the Purdue Club of Chicago Alumni Group, attending board meetings, organizing events, and serving on the scholarship committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services supported by a wide range of portfolio management strategies and affiliated research.
Shannon B
Series 66
San Rafael, CA
Raymond James & Associates
Shannon Bennett is a financial advisor with Raymond James & Associates in San Rafael, CA, holding a Series 66 credential and 23 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Merry B
Series 63
Southlake, TX
Raymond James & Associates
Merry Bagwell is a financial advisor with Raymond James & Associates in Southlake, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.
Matthew K
Series 66
Indianapolis, IN
Raymond James & Associates
Matthew Koehling is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning, consulting, and municipal advisory services.
Mackenzie G
Series 66
Atlanta, GA
Raymond James & Associates
Mackenzie Gassie is a financial advisor at Raymond James & Associates with two years of industry experience. Mackenzie holds the Series 66 designation and has worked at Raymond James & Associates intermittently since 2021. Prior to this, Mackenzie has experience with Massey Services and various roles spanning education and consulting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
George M
Series 63, Series 65
Baton Rouge, LA
Raymond James & Associates
George Miller is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Miller is involved as a partner in FREEMILL, LLC, where he manages administrative tasks related to condo ownership. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by proprietary research and a broad range of portfolio management options.
Regina G
Series 63
Memphis, TN
Raymond James & Associates
Regina Grace is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individual, institutional, and municipal clients, offering a range of financial planning and advisory services with an emphasis on tailored, non-discretionary investment consulting.
Rachel G
Series 66
Hallandale Beach, FL
Raymond James & Associates
Rachel Gammerman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she is the owner of LIORA LLC, a business unrelated to investment activities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Martha S
Series 63, Series 66
Atlanta, GA
Raymond James & Associates
Martha Stevens is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James for 10 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Terrence M
Series 63, Series 65
San Jose, CA
Raymond James & Associates
Terrence Medley is a financial advisor at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research support.
Reed C
Series 66
The Woodlands, TX
Raymond James & Associates
Reed Chumley is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work includes roles in athletics and education, such as at Unleashed Athletics and various academic institutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services, with a range of portfolio management styles supported by affiliated research and model managers.
Charles Z
Series 63, Series 65
Houston, TX
Raymond James & Associates
Charles Zimmerman is a financial advisor with Raymond James & Associates in Houston, TX. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, with 31 years at Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, pension plans, and municipal entities, offering financial planning, investment consulting, municipal advisory services, and a variety of portfolio management strategies.
Alberto S
Series 63, Series 65
Fort Lauderdale, FL
Raymond James & Associates
Alberto Sisso is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns and operates a fine art photography business in Fort Lauderdale. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by affiliated research and sub-advisers.
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